Alec is an Associate Financial Planner who serves on our Financial Planning team. He joined our team in January of 2020. Alec works alongside relationship managers to assist clients in accomplishing their financial goals.
Alec graduated from Towson University with a Bachelor of Science in Business Administration with a concentration in Finance. He is currently working towards becoming a Certified Financial Planner™ (CFP ®). As he works towards becoming a CFP®, he will gain experience from the other members of our team.
Alec grew up in Lehigh Valley, Pennsylvania until moving to Towson for college. He now currently resides in Owings Mills. Outside of work you will likely find Alec at a track or on a trail improving his running. In his other free time, he enjoys traveling, watching movies, and playing board games.